McGlone Suttner Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.23M	Buy	87,944 +8,133	+10%	+$207K	0.3%	40
2025 Q4	$2.03M	Buy	79,811 +9,367	+13%	+$239K	0.27%	42
2025 Q3	$1.8M	Buy	70,444 +2,335	+3%	+$59.3K	0.25%	45
2025 Q2	$1.73M	Buy	68,109 +8,411	+14%	+$212K	0.26%	40
2025 Q1	$1.51M	Buy	59,698 +10,530	+21%	+$264K	0.25%	44
2024 Q4	$1.22M	Buy	49,168 +17,962	+58%	+$451K	0.2%	52
2024 Q3	$797K	Buy	31,206 +6,707	+27%	+$169K	0.17%	71
2024 Q2	$615K	Sell	24,499 -4,736	-16%	-$117K	0.13%	77
2024 Q1	$728K	Buy	29,235 +4,736	+19%	+$118K	0.14%	72
2023 Q4	$615K	Buy	24,499 +3,142	+15%	+$76.3K	0.12%	77
2023 Q3	$513K	Buy	21,357 +4,045	+23%	+$98.4K	0.12%	72
2023 Q2	$424K	Buy	17,312 +3,349	+24%	+$82.9K	0.1%	85
2023 Q1	$348K	Buy	+13,963	New	+$345K	0.09%	93